See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,602 | $81,632-55.2% | $70,449-48.0% | $158,922-77.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 0.00% | 208.40%-208.4pp | 109.03%-109.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $20,643 | $3,217+541.7% | $2,737+654.3% | $4,761+333.6% |
| Participant deferral / active EE | $13,317 | $4,554+192.4% | $3,709+259.1% | $5,982+122.6% |
| Admin fee / account holder | $15 | $6,193-99.8% | $3,845-99.6% | $11,246-99.9% |